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dev2014
Automate account creation by Apex trigger or worklow
Did anybody develop an Apex trigger or workflow on leads and Accounts or on Opportunity and Accounts so only when opportunity status was "closed/won" only then an Account will automatically be open in the Account Object. That way you can prevent data errors and create data quality in which only customers are under the account object. Your feedback would be appreciated..
Thanks
Thanks
Alternatively you could use https://www.youtube.com/watch?v=APiJg7908jk as well for this.
The goal is to create new account only when it's a customer and prevent data quality mistake when an opportunity is entered as an account by mistake and not as opportunity and to ensure it's not missing from the opportunity reports, dashboard and forecasts. I would appreciate the Apex trigger code reference or input..
Thanks,